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Financial Adviser – Championing Client-Centered Financial Advice
Salary: Up to £60,000 per annum + Performance Bonus + Benefits
A top-tier Wealth Manager is sought to deliver a personal and transparent approach to financial advice. This role offers the chance to work with a collaborative and trusted team, renowned for putting clients first and providing clear, bespoke financial solutions.
About the Role:The Financial Adviser will manage a portfolio of high-net-worth clients, offering tailored strategies that address life-changing financial decisions. This individual will also focus on building new relationships while fostering existing ones.
Why This Opportunity Stands Out:- Client-First Focus: Commitment to delivering honest, no-pressure financial advice.
- Collaborative Team: A supportive and friendly environment fostering growth and success, as well as offering hybrid working.
- Transparency and Integrity: Offering straightforward, trusted financial guidance.
- Build and nurture relationships with high-net-worth clients, providing bespoke financial advice.
- Develop investment portfolios, tax-efficient solutions, and holistic financial plans.
- Collaborate with internal teams to deliver comprehensive wealth management services.
- Identify new business opportunities through networking and referrals.
- Level 4 Diploma in Financial Planning (or equivalent).
- Proven experience managing high-net-worth portfolios.
- Excellent communication and interpersonal skills.
- Strong knowledge of financial markets and products.
This is an exciting opportunity to be part of a trusted team, delivering financial peace of mind to clients.
